Winslow Evans & Crocker’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-71	Closed	–	–	1145
2020 Q2	$0	Sell	71 -1	-1%	-$5	﹤0.01%	1166
2020 Q1	$2K	Hold	72	–	–	﹤0.01%	1060
2019 Q4	$2K	Hold	72	–	–	﹤0.01%	1110
2019 Q3	$2K	Hold	72	–	–	﹤0.01%	1102
2019 Q2	$2K	Sell	72 -474	-87%	-$3.36K	﹤0.01%	1100
2019 Q1	$4K	Buy	546 +474	+658%	+$3.39K	﹤0.01%	1047
2018 Q4	$2K	Hold	72	–	–	﹤0.01%	1049
2018 Q3	$2K	Hold	72	–	–	﹤0.01%	1062
2018 Q2	$2K	Hold	72	–	–	﹤0.01%	1071
2018 Q1	$604	Hold	72	–	–	﹤0.01%	1089
2017 Q4	$618	Hold	72	–	–	﹤0.01%	1087
2017 Q3	$548	Buy	72 +1	+1%	+$8	﹤0.01%	1082
2017 Q2	$558	Sell	71 -1	-1%	-$7	﹤0.01%	1231
2017 Q1	$516	Hold	72	–	–	﹤0.01%	1208
2016 Q4	$544	Hold	72	–	–	﹤0.01%	1208
2016 Q3	$480	Hold	72	–	–	﹤0.01%	1255
2016 Q2	$408	Buy	72 +1	+1%	+$6	﹤0.01%	1242
2016 Q1	$427	Sell	71 -1	-1%	-$6	﹤0.01%	1242
2015 Q4	$540	Hold	72	–	–	﹤0.01%	1318
2015 Q3	$542	Hold	72	–	–	﹤0.01%	1245
2015 Q2	$632	Hold	72	–	–	﹤0.01%	1254
2015 Q1	$550	Hold	72	–	–	﹤0.01%	1235
2014 Q4	$518	Sell	72 -1,852	-96%	-$14.1K	﹤0.01%	1257
2014 Q3	$15.8K	Buy	1,924 +1,853	+2,610%	+$15.2K	﹤0.01%	796
2014 Q2	$601	Hold	71	–	–	﹤0.01%	1255
2014 Q1	$614	Sell	71 -954	-93%	-$8.93K	﹤0.01%	1236
2013 Q4	$11K	Buy	+1,025	New	+$10.2K	﹤0.01%	879